Personalized Investing Portfolios: Unlock the Greatest Potential


Last year, I wrote about direct indexes, a lesser-known investment approach that has begun to overtake both ETFs and mutual funds in investor adoption. One of the hallmarks of this approach is the personalization that his traditional ETF and mutual fund structures do not offer.

The current financial environment is fraught with recession fears and inflation fears. Today’s investors, at all experience levels, seek investment strategies that not only combat market volatility, but also address personal and financial value. Consumers want personalization in most aspects of their lives. 2021 McKinsey Survey (opens in new tab) We know that consumers not only want personalization, they want it more than ever, especially in the wake of COVID-19 and the surge in digital behavior since 2020.

Advisors expect more clients to want portfolio personalization

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